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All Resources
Why You Should Avoid Probate
While probate is an important part of the legal system, there are several reasons why it can be undesirable or problematic. Watch this video to learn why probate can be bad for beneficiaries and an estate.
What is Estate Planning (and Why is it Important)?
Estate planning is an essential aspect of your overall financial plan, and it can give you peace of mind knowing that your affairs are in order, your loved ones are provided for, and your wishes will be carried out after you are gone. Watch this video to learn how...
2023 Q2 Quarterly Market Update Webinar
The economy is significantly better today than what was expected at the beginning of 2023. Wage growth has led to continued consumer spending. Inflation remains an issue although it is much improved. How will this affect the Federal Reserve’s interest rate policy...
Q2 2023 Market Commentary “Inflation, Inflation, Inflation”
During the second quarter of 2023, we experienced remarkable economic and market trends, reminiscent of an airplane on its descent, preparing for a "soft landing." Despite a restrictive Federal Reserve policy and a heated job market, the U.S. economy has managed to...
Investment Hierarchy (Which Accounts to Fund First)
When a person gets started with investing, it can be a challenge knowing where to begin. What type of accounts should you consider and in what order should you fund them? Watch this video to learn some general guidelines for the “investing hierarchy” that can help...
Trips & Travel Tricks with Mike Schellhase
Travel is an important goal for just about everyone, but what trips will give you the best experiences? What are the most popular travel destinations? What is a “bucket list” trip you should consider taking? What are the best family vacation ideas? Get answers to...
Wage Inflation
Wage increases allow workers to increase or maintain their standard of living, which is usually good for the economy. However, wage increases can also contribute to inflation. How can this happen? Watch this latest video by GreenUp’s Chief Investment Officer Daniel...
Why You Should Never Write a Check to Your Favorite Charity
Why should you never write a check to your favorite charity? Because there are better ways to support the causes that you care about. Watch this video to learn about two strategies that will mutually benefit both you and the organizations that do good for others....
Make Lemonade: Offsetting Gains with Losses
Investment losses offer an opportunity to make lemonade. In this video, Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management explains how to offset capital gains with capital losses- a valuable strategy for investors to reduce their...
Spousal Social Security Benefits
Spousal Social Security benefits provide financial support to married individuals who may not have earned enough Social Security benefits on their own, or have lower benefits compared to their spouse’s. In this video Tony Marquez, Senior Vice President and Wealth...
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